Filed January 15, 2021 (most recent of 2 filings on file)
Total covered: 15 employees
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING5 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $22,223 |
Filed as: MERRILL LYNCH RETIREMENT GROUP Service code 64 · EIN 13-5674085 | Recordkeeping Fees | $22,178 |
CAPFINANCIAL PARTNERS LLC2 years Service code 28 · EIN 26-0058143 | Investment Management | $20,800 |
FIAM LLC1 year Filed as: FIAM Service code 28 · EIN 20-2159373 | Investment Management | $19,080 |
MILLIMAN, INC.1 year Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $17,300 |
SUNTRUST BANKS, INC.2 years Filed as: TRUIST Service code 21 · EIN 56-1074313 | Bank Trustee | $13,714 |
LBMC, PC5 years Service code 10 · EIN 62-1199757 | Accounting | $8,125 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $247,120-100.0% | $213,834-100.0% | $350,408-100.0% |
| Participation rate | 0.0% | 29.4%-29.4pp | 12.3%-12.3pp | 44.4%-44.4pp |
| Annual return | -17.66% | -11.90%-5.8pp | -5.16%-12.5pp | -14.65%-3.0pp |
| Employer contribution / active EE | $4,431 | $42,640-89.6% | $31,020-85.7% | $46,320-90.4% |
| Participant deferral / active EE | $0 | $68-100.0% | $101-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $3,703-100.0% | $2,852-100.0% | $14,631-100.0% |